New Client Questionnaire

¿eX-whY AdVentures? New Client Questionnaire
Please let us know about your specific Marketing, Advertising, Promotions, Public Relations, Political Campaigns, Fundraising, Product Placement and Development, Electronic Multimedia, Event Planning, Film, TV, Radio, and Entertainment needs for products, services and talent. Your information will never be shared. All inquiries are held in confidence. A member of our ¿eX-whY AdVentures? team will be in touch to discuss your inquiry. Thanks!

Your Name (required)

Company Name (required)

Your Email (required)

Address

City

State and Zip

Phone Number

Fax Number

Web Site

Blog

FaceBook and/or Myspace

Twitter

Flickr

Preferred method of response:

1. Company Overview

What is the nature of your inquiry?

How can we help you?

What business or industry are you in?

How long have you been in business?

How is the company structured?

How is it managed?

How has the company evolved over the past 5, 10, 20 years?

How many employees in your company?

No. of Minority Employees

Minority Owned Business Group(Possible MBE)?

NAICS/SIC Codes:

Fiscal Year Ends On?

What is the estimated Current Annual Revenue and Profits for the Company?

Please provide the Annual Gross Revenue with Profit or Loss for last 5 Years for the Company:

What are the Projected Gross Revenue with Profit or Loss for the next 5 years for the Company?

Is the Company profitable? If not, how do you plan on covering operations and cashflow?

What is the Value of your Company's largest single-contract in the past 3 years?

Other Information
Primary Banking Officer

Bank Contact Information

Primary Legal Counsel

Contact Information for Law Firm of Counsel

Primary Accountant

Contact Information for Firm of Accountant

Primary Business Advisor

Contact Information for Firm of Business Advisor

Publicist

Contact Information for Firm of Publicist

Social Media Manager

Contact Information for Firm of Social Media Manager

List Internet and Mobile Social Networks: Loopt, etc.

List Civic, Social and Professional Networks and Association Memberships: Rotary, Kiwanis, Elks, etc.

List City, State, National and International appointments to Public Civic and Social Services Bodies: i.e Board of Directors- Arts Foundation, Public Health Commission, County Sports Advisory Committee, etc.

List Philanthropy, Charitable Affiliations: Social, Public and Community Service, including contributions, support, donations, volunteer time

List Political Affiliations: including campaign contributions, support propositions, donations, volunteer time

List Religious Affiliations: Tithes, contributions, support, donations, volunteer time

Description of Company

Describe your business in one sentence. (i.e."A Family Business with Family Values”)

What is the story behind the founding of your company?

Of these three, choose the most important attribute that your company delivers to its customers:


1. Financial Value – Your dependability brings your customers a quality product at a low price.

2. 
Innovative Products – You are always bringing your customers the very newest products or ideas.


3. Customized Relationships – You can tailor your services to meet the needs of your customers.

List, in order of importance, the attributes of your company that you would like to emphasize.

What does the company do well?

What does the company do not so well?

What do you think the industry’s impression of your company is?

Use three adjectives to describe how the company should be perceived by the audience. (examples: conservative, progressive, friendly, formal, casual, serious, energetic, humorous,
professional)

Is this different than current image perception?

What do you feel is the biggest challenge in getting this image across to customers?

What is the most common misconception about your company?

How is your company currently perceived? Do you wish to carry the same kind of message through this project or campaign?

If the audience could come away with just one thought about the company/product/service what would that be?

If the audience could come away with just two thoughts about the company/product/service what would that be?

What are the company’s major goals in the immediate future?

Where do you want to be in 10, 15 years, 20 years and beyond?

Why do you want to reach those goals?

What problems must you overcome to get there?

What methods, tools and strategies are now being employed to get there?

2. Industry Overview

State any technological trends – shifting trends, signs of obsolescence.

What trends are effecting the Industry and how is the Company anticipating them?

What is the economic state of your Industry? Recession? Recovery? Prosperity?

List all Trade and Industry Publications that relate to your business.

3. Products / Services

What Products / Services do you offer?

What are the Forecasted Sales Volumes and goals for each Product?

Where are the Products now in relation their lifecycle (inclining or declining)?

Which Products/Services are most important to your Company and why?

How are these Products/Services unique to the Industry?

What are the features you are most excited about?

What would you like to change or improve about the Image of your current Products/Services? Why?

What new Products/Services will be offered in the immediate future? Distant future?

What perceived value do these new Products offer; how will your Customers react?

How are your Products distributed? (i.e. retail stores, catalogues, internet, trade shows, door-to-door, etc.)

What is the most compelling reason that someone would be motivated to sell your Products/Services over someone else’s?

4. Competition

Name three competitors, in order of most threatening first, and compare their strengths and weaknesses to your Company in the following areas:
• Target Market & Market Share
• Products / Services Offered
• Quality of Product vs. Pricing
• Corporate Identity & Consumer Awareness
Current Advertising & Promotion Efforts (Media Mix)

Competitor A vs. Your Company:

Competitor B vs. Your Company:

Competitor C vs. Your Company:

What is is your assessment of their apparent goals and strategies relative to their Product Characteristics?

What is is your assessment of their apparent Distribution goals and strategies relative to their Product Characteristics?

What is is your assessment of their apparent Communication Goals and Strategies with their Customers and other publics relative to their Product Characteristics?

Is there any current Marketing Research available?

5. Consumer & Marketing Analysis

Who is your ideal Target Consumer? Provide:

1. Demographics - Characteristics of human populations and population segments;

2. Geographics - Physical/geographic location of the population being studied;

3. Psychographics - Attitudes, values, lifestyles, and opinions.)

What are they looking for in a Products/Services?

What are their Problems, Needs and Wants?

Why do they want your Products/Services?

What do they want from your Products/Services?

Where do they come from? Where do they buy?

How are leads generated by Sales Associates?

How are inquiries handled?

How do they purchase your Products/Services in terms of frequency and purchase habits?

Describe the Consumer that you have been pursuing in past marketing efforts. (Age range, gender, household income, marital status, geographic location, etc.)

Describe the cConsumer that you would like to do business with that you are not reaching today.

Is your ideal Customer knowledgeable about your Products/Services?

Does your ideal Customer have any known preferences or negatives to overcome?

Why do you feel these are profitable Target Consumers?

List all Industry Publications that relate to your Target Market/Consumer.

6. Current Marketing

How are you currently attracting new Consumers?

How do you currently communicate with them?

Do you currently have Corporate Identity Standards in place? If yes, what are they and how closely are these standards followed company-wide?

How does your existing Graphic Identity support management’s vision?

Are there existing visual assets (photos, copy, illustration, etc.)?

Does the project require photography or illustration?

Are there particular Logos, graphic or colors?

What the the restraints of the Project?

Is there any competitive literature available?

Are there similar existing pieces that you like or find interesting?

What key factors differentiate you from your competition?

Is that identity distinct from the competition?

Is the Company’s Identity communicated consistently and cohesively?

What has motivated the Company to Redefine and/or Redesign its corporate identity?

What does it hope to achieve with a new Identity Program?

Do you have a formal internal process in place to evaluate creative solutions or do you rely on personal taste and experience? Focus Groups? Please explain how decisions are made.

What are the Advertising/Sales Promotion/Collateral systems are now in use?

What is the geographic scope of the advertising/marketing/promotion effort for this project - local, regional, national, international? Please be as specific as possible in regard to cities, states, countries, etc. to be targeted.

What do you like most about your current marketing materials, Corporate Identity, or advertising campaign?

What do you wish you could change?

What role does your website or blog play in your promotional efforts?

Rank the importance of the following in your marketing efforts:(10 being the most important and 1 being the least)
a. 
Print
b. Collateral

c. Direct Mail
d. Campaigns
e. 
Advertising Exposure
f. 
Website
g. 
Corporate Identity

h. Branding Strategy

i. Other (Please Specify)

7. The Working Relationship

How did you hear about ¿eX-whY AdVentures? Global?

What is your advertising/marketing budget for this project? If a budget has not as yet been developed, what have you spent in the past for advertising/marketing on similar projects?

What advertising or marketing services do you think you need? (e.g., commercial ad, product endorsements, marketing, promotions, corporate sponsorship, product placement, ad campaign, event planning, label design, search marketing, product testing, brochure, newsletter, online publicity, etc.)

Are you interested in a Professional Athlete, Entertainer, or Celebrity for your advertising, marketing, or promotional services in a commercial ad, product endorsement, corporate sponsorship, personal appearance, product placement, political campaign, event planning, label design, charitable marketing, product testing, brochure, newsletter, online publicity, etc.)

What is the timeline/schedule, the desired beginning and end dates of your project? Please list any specific deadlines or milestones that must be met.

How will the project be distributed? Video, Audio, Mail, Handout, Internet, Other

Who is responsible for approvals? What are the names and organizational titles of the people in your company who will be involved in making decisions about advertising/marketing services we might provide in connection with your project?

What would constitute a successful project? What are the expectations and how will we measure achievement?

What are the most important qualities you consider when selecting a creative services house?

Which of the following best describes your work style? (Select the statement that best applies)

a. 

I’m very hands-off in marketing material development.


b. I rely on my creative firm to provide leadership and expertise
to implement my marketing strategy.

c. 
I prefer a partnership approach – blending the leadership and expertise of my creative firm with my own – in developing an appropriate creative strategy.

d. 
I’m very hands-on with all aspects of creative development.


e. I rely on my creative firm for input and expertise, but I will provide very detailed direction and strong opinions and preferences

Have you worked with an advertising, marketing or Web-design agency in the past? If so, which? Please describe your experience(s).

Do you have any expectations or requirements in regard to this project about which we should know, and which have not been touched on in your answers to previous questions? If so, please explain.

Thank you for completing the questionnaire. Be assured that the information we have requested is essential to our understanding of your needs, and that it will remain completely confidential. Please watch for an e-mail from us within the next 7-10 days, after we have reviewed your questionnaire.

I Accept ¿eX-whY AdVenture? Terms of Submission.